Method Community

Oh, I see.  I didn’t notice the ellipses.

Pdirect- What we are trying to achieve is to minimize the amount of fields a user needs to change/input when they create an activity based on its type. The Outlook plugin's sync is based off Activity type and based on which tab link you click it has a defaulted type.

 Is there anyway to copy the FieldService_Calander screen and optimize it for Mobile?  When I tried, I got an error message about not allowing Calander1 to be optimized. Our technicians really need to be able to see their whole week of activities, even if they have to scroll across. Any other ideas to get them a view of their ...

pdirect- Do you get a pop-up window when you click on ... next to Stages?

I highly recommend that Method begin using UserVoice for storing and rating suggestions. It would clean it up and help you focus on the most important priorities.  And no, I don't work for them or get any benefit from you using their service. I just use it for a couple of other applications and it's ...

I'm not seeing this.  All I see is my original opportunity stage names.

Yes, I renamed them.

Also to add another note we tried to be proactive about this and if the orginal stage names were not changed they should have been updated with the proper Opportunity Stage Category. Did you rename the stages? -Michael

I'm still foggy on this one, so I'm not sure that it helps everyone.  Me and another user stared at it for a while and couldn't figure it out. Although we can see some fields are different we couldn't figure out when to use an appointment, when to use a task and when to use an activity . . . they all sound so similar.  ...

Michael, Thanks for the clarification... I'm not sure what happened the first time, but it would only let me log into one of my portals.  Looks like we will move to using a custom user table versus the Entity table to keep the logins under lock and key. Best, Kevin